IAA
Independent Advisor Alliance’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
223,199
-3,636
| -2% | -$172K | 0.3% | 54 |
|
|
2025
Q1 | $9.47M | Sell |
226,835
-19,889
| -8% | -$830K | 0.31% | 52 |
|
|
2024
Q4 | $10.8M | Buy |
246,724
+25,666
| +12% | +$1.13M | 0.14% | 158 |
|
|
2024
Q3 | $8.77M | Buy |
221,058
+10,971
| +5% | +$435K | 0.32% | 55 |
|
|
2024
Q2 | $8.36M | Buy |
210,087
+8,194
| +4% | +$326K | 0.29% | 64 |
|
|
2024
Q1 | $7.66M | Sell |
201,893
-146,484
| -42% | -$5.55M | 0.28% | 70 |
|
|
2023
Q4 | $11.7M | Sell |
348,377
-8,917
| -2% | -$300K | 0.42% | 38 |
|
|
2023
Q3 | $9.78M | Buy |
357,294
+755
| +0.2% | +$20.7K | 0.44% | 46 |
|
|
2023
Q2 | $10.2M | Sell |
356,539
-28,109
| -7% | -$806K | 0.45% | 46 |
|
|
2023
Q1 | $11M | Sell |
384,648
-12,347
| -3% | -$353K | 0.53% | 39 |
|
|
2022
Q4 | $13.1K | Sell |
396,995
-15,447
| -4% | -$512 | ﹤0.01% | 161 |
|
|
2022
Q3 | $12.5M | Buy |
412,442
+10,529
| +3% | +$318K | 0.73% | 29 |
|
|
2022
Q2 | $12.5M | Sell |
401,913
-16,300
| -4% | -$507K | 0.7% | 34 |
|
|
2022
Q1 | $17.2M | Sell |
418,213
-33,371
| -7% | -$1.38M | 0.83% | 23 |
|
|
2021
Q4 | $20.1M | Buy |
451,584
+6,763
| +2% | +$301K | 0.99% | 16 |
|
|
2021
Q3 | $18.9M | Buy |
444,821
+229,217
| +106% | +$9.73M | 1.05% | 16 |
|
|
2021
Q2 | $8.89M | Buy |
215,604
+3,910
| +2% | +$161K | 0.49% | 50 |
|
|
2021
Q1 | $8.19M | Buy |
211,694
+8,691
| +4% | +$336K | 0.49% | 54 |
|
|
2020
Q4 | $6.15M | Buy |
203,003
+15,403
| +8% | +$467K | 0.42% | 65 |
|
|
2020
Q3 | $4.52M | Sell |
187,600
-48,735
| -21% | -$1.17M | 0.34% | 80 |
|
|
2020
Q2 | $5.63M | Sell |
236,335
-2,119
| -0.9% | -$50.5K | 0.6% | 34 |
|
|
2020
Q1 | $5.06M | Buy |
238,454
+36,428
| +18% | +$773K | 0.74% | 27 |
|
|
2019
Q4 | $7.12M | Buy |
202,026
+17,340
| +9% | +$611K | 0.31% | 72 |
|
|
2019
Q3 | $5.49M | Sell |
184,686
-53
| -0% | -$1.57K | 0.67% | 31 |
|
|
2019
Q2 | $4.77M | Buy |
184,739
+5,504
| +3% | +$142K | 0.69% | 29 |
|
|
2019
Q1 | $4.95M | Buy |
179,235
+22,182
| +14% | +$612K | 0.7% | 34 |
|
|
2018
Q4 | $3.92M | Buy |
157,053
+15,130
| +11% | +$378K | 0.69% | 34 |
|
|
2018
Q3 | $3.96M | Sell |
141,923
-14,244
| -9% | -$398K | 0.71% | 28 |
|
|
2018
Q2 | $4.2M | Buy |
156,167
+381
| +0.2% | +$10.2K | 0.87% | 26 |
|
|
2018
Q1 | $4.56M | Buy |
155,786
+16,125
| +12% | +$472K | 1.02% | 21 |
|
|
2017
Q4 | $4.21M | Buy |
139,661
+36,253
| +35% | +$1.09M | 0.94% | 26 |
|
|
2017
Q3 | $2.67M | Buy |
103,408
+14,967
| +17% | +$387K | 0.73% | 34 |
|
|
2017
Q2 | $2.2M | Buy |
88,441
+14,487
| +20% | +$361K | 0.7% | 35 |
|
|
2017
Q1 | $1.71M | Buy |
73,954
+3,162
| +4% | +$73.3K | 0.27% | 108 |
|
|
2016
Q4 | $1.62M | Buy |
+70,792
| New | +$1.62M | 0.69% | 45 |
|